What we offer
Holistic, personalised financial advice for individuals, families and businesses across Johannesburg and South Africa.
At WB Financial Planning, we believe great financial advice should cover every aspect of your financial life — not just one product. Whether you need life cover, a retirement strategy, or a business financial plan, we bring it all together under one roof.
Safeguard what matters most
Life is unpredictable. We help you build a comprehensive protection plan that covers you and your family against life's uncertainties — from illness and injury to death and disability.
Grow and preserve your wealth
We design investment and retirement strategies tailored to your goals, time horizon, and risk appetite — drawing on top-tier products from South Africa's leading asset managers.
Protect and grow your business
Your business is one of your biggest assets. We provide specialist financial planning for business owners — from protecting key people to structuring employee benefits and succession plans.
Secure your family's future
Ensure your assets are distributed according to your wishes and that your loved ones are taken care of. We work alongside legal professionals to create a complete estate plan.
Cover your assets every day
From your home and car to your business premises and equipment, we help you find the right short-term insurance to protect your physical assets at the best possible premium.
Your health, fully covered
Navigating medical aid options in South Africa can be overwhelming. We compare plans across leading schemes to find the right balance of cover and affordability for you and your family.
A clear, transparent process from first meeting to ongoing support.
We start with a no-obligation meeting to understand your financial situation, goals, and concerns.
We conduct a thorough review of your existing cover, assets, liabilities, and future needs.
We present a tailored financial plan with clear recommendations and product comparisons.
Once you're happy, we handle all the paperwork and set everything up on your behalf.
Life changes — so should your plan. We schedule regular reviews to keep your strategy on track.
We are independent advisors — we compare products across all major insurers and asset managers to find the best solution for you.
Book a free, no-obligation consultation with WB Financial Planning today.
